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Kim Marie Ofstie

SECURIAN FINANCIAL SERVICES, INC.·ST PAUL, Minnesota
SIE, Series 7, Series 24, Series 63SECURIAN FINANCIAL SERVICES, INC.
400 ROBERT STREET NORTH, ST PAUL, MN 55101-2098CRD# 2885142Firm CRD# 15296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kim Marie Ofstie · ST PAUL, MN
Registration
CRD #2885142 · SECURIAN FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
SECURIAN FINANCIAL SERVICES, INC.
CRD 15296 · SEC 801-45152
AUM
$20.7B
Regulatory assets under management
Employees
1,750
76,075 client accounts
Services offered by SECURIAN FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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04

Frequently Asked Questions

What services does Kim Marie Ofstie offer?
Kim Marie Ofstie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST PAUL, Minnesota for a consultation.
What are Kim Marie Ofstie's credentials?
Kim Marie Ofstie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Marie Ofstie located?
Kim Marie Ofstie is based in ST PAUL, Minnesota, working with SECURIAN FINANCIAL SERVICES, INC.. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does Kim Marie Ofstie charge for services?
Kim Marie Ofstie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURIAN FINANCIAL SERVICES, INC.?
SECURIAN FINANCIAL SERVICES, INC. has approximately 1750 employees and manages $20.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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